| 3 Exit Strategies for Agency Owners in 2023 | | https://www.iamagazine.com/strategies/3-exit-strategies-for-agency-owners-in-2023 | 3 Exit Strategies for Agency Owners in 2023 | Determining when and how to transition a business is never an easy decision, but more models exist today that match a variety of circumstances. | 1/18/2023 5:00:00 AM | Perpetuation ＆ Valuation | Perpetuation ＆ Valuation | Strategies | Tasos Chatzimichailidis | | |
| Financing Insurance Agency Expansion with Debt or Equity? | | https://www.iamagazine.com/strategies/financing-insurance-agency-expansion-with-debt-or-equity | Financing Insurance Agency Expansion with Debt or Equity? | In the current environment of rising interest rates, it might be tempting to assume equity is the better choice, but many considerations say otherwise. | 1/11/2023 1:00:00 PM | Perpetuation ＆ Valuation | Perpetuation ＆ Valuation | Strategies | Alicia Chandler | | |
| Are Traditional Independent Agencies Losing the M&A Game? | | https://www.iamagazine.com/strategies/are-traditional-independent-agencies-losing-the-m-a-game | Are Traditional Independent Agencies Losing the M&A Game? | Private equity firms are dominating the mergers & acquisition landscape, which is leading to a major realignment of the independent agency business model. | 9/26/2022 10:10:00 AM | Perpetuation ＆ Valuation | Perpetuation ＆ Valuation | Strategies | Jeff Smith | | |
| AN Radio: Meet 5 Next Gen Insurance Leaders | | https://www.iamagazine.com/podcasts/an-radio-meet-5-next-gen-insurance-leaders | AN Radio: Meet 5 Next Gen Insurance Leaders | On this episode of Agency Nation Radio, hear from five young independent agents on how they found careers in insurance and why they fell in love with it. | 9/14/2022 4:00:00 AM | Perpetuation ＆ Valuation | Perpetuation ＆ Valuation | Podcasts | Agency Nation | | |
| 2022 M&A Activity Up 16% from 2021 | | https://www.iamagazine.com/news/2022-m-a-activity-up-16-from-2021 | 2022 M&A Activity Up 16% from 2021 | There were 427 announced insurance agency mergers and acquisitions during the first half of 2022, up 16% from 369 for the same period in 2021, according to OPTIS Partners. | 7/18/2022 10:05:00 AM | Perpetuation ＆ Valuation | Perpetuation ＆ Valuation | News | Will Jones | | |
| The New Next: Meet Young Agent Jesus Lopez | | https://www.iamagazine.com/viewpoints/the-new-next-meet-young-agent-jesus-lopez | The New Next: Meet Young Agent Jesus Lopez | "My educational background is in tech, so it’s been important for me to have an open mind and listen to my peers, especially people that have been in the industry for decades because they want you to succeed," says independent agent Jesus Lopez. "Not being afraid to communicate with them has really helped me advance." | 6/29/2022 5:00:00 AM | Perpetuation ＆ Valuation | Perpetuation ＆ Valuation | Viewpoints | Will Jones | | |
